STANLEY H MATHIS FOUNDATION

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1976

Legal Domicile

Principal Officer

JOSHUA V PRICE

Phone

5059822442

Tax Period

2025-01-01 to 2025-12-31

STANLEY H MATHIS FOUNDATION, founded in 1976, is a micro nonprofit in the Community Improvement sector that reported $20K in total revenue in fiscal year 2025. Revenue fell 28% from the prior year — a significant decline worth monitoring. Net assets of $610K represent 363 months of operating reserves.

Mission

ENCOURAGE & PROVIDE REAL ESTATE EDUCATION

Program Service Accomplishments

Program 1

Expenses: $14,181

PROVIDE SCHOLARSHIP & EDUCATIONAL PROGRAMS USING BOOKS, PERIODICALS, LECTURES AND OTHER EDUCATIONAL MATERIALS TO IMPROVE SKILLS OF OVER 5000 REALTOR MEMBERS.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2025)

Revenue Breakdown

Contributions & Grants $673

Program Service Revenue $0

Investment Income $19,493

Other Revenue $0

TOTAL REVENUE $20,166

Expense Breakdown

Grants Paid $14,181

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $14,181

Other Expenses $6,894

TOTAL EXPENSES $21,075

Year-over-Year Comparison

	2025	2024	Change
Revenue	$20,166	$27,855	-0.3%
Expenses	$21,075	$35,065	-0.4%
Net Income	$-909	$-7,210	-0.9%

Key Indicators

✓ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

N/A

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CATHY COLVIN	TRUSTEE	1.00	Director	$0	$0	$0
NATHAN BROOKS	TRUSTEE	1.00	Director	$0	$0	$0
GAVIN BIGGER	TRUSTEE	1.00	Director	$0	$0	$0
BILLY HAYNIE	TRUSTEE	1.00	Director	$0	$0	$0
LOIS SURY	TRUSTEE	1.00	Director	$0	$0	$0
JOSHUA V PRICE	PRESIDENT	1.00	Officer	$0	$0	$0
MARCIA TIDWELL	SECRETARY TREASURER	1.00	Officer	$0	$0	$0
DEENA TURNER	VICE PRESIDENT	1.00	Officer	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	$20,166	$21,075	$611,072	$-909
2024	$27,855	$35,065	$562,356	$-7,210
2023	$18,032	$11,043	$551,131	$6,989
2022	$28,425	$13,068	$507,229	$15,357
2021	$40,293	$8,135	$569,854	$32,158
2020	$18,603	$12,494	$529,203	$6,109
2019	$81,640	$16,493	$485,335	$65,147